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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
1551
Highline Wealth Partners
California
$16.3K +$2.64K +10 +20%
AWM
1552
Activest Wealth Management
Florida
$16.3K – – –
PFG
1553
Putney Financial Group
California
$16.1K -$13.2K -50 -45%
IHWM
1554
Iron Horse Wealth Management
Iowa
$15.5K – – –
AG
1555
AmeriFlex Group
Nevada
$15.5K -$12.4K -47 -44%
CWM
1556
CarsonAllaria Wealth Management
Illinois
$15K – – –
CWM
1557
Centricity Wealth Management
Ohio
$15K – – –
RWM
1558
Raffa Wealth Management
District of Columbia
$14.7K – – –
MAM
1559
Morse Asset Management
Connecticut
$14.2K – – –
CT
1560
Clearstead Trust
Maine
$14.2K +$12.1K +46 +657%
CAM
1561
Costello Asset Management
Pennsylvania
$14.1K – – –
RWM
1562
RMG Wealth Management
Wisconsin
$13.8K +$13.7K +52 New
MHR
1563
Matthew Hamilton Rosenberg
$13.4K – – –
HHMI
1564
Howard Hughes Medical Institute
Maryland
$13.1K +$12.9K +49 New
AW
1565
Avion Wealth
Texas
$13K +$6.33K +24 +92%
AFG
1566
Albion Financial Group
Utah
$12.3K – – –
CWM
1567
Cranbrook Wealth Management
Michigan
$12.3K – – –
MAS
1568
MPWM Advisory Solutions
Georgia
$12.3K – – –
NEWAS
1569
N.E.W. Advisory Services
Wisconsin
$12.3K – – –
RWM
1570
Rialto Wealth Management
New York
$12.3K +$3.69K +14 +44%
CFFP
1571
Center for Financial Planning
Michigan
$12K – – –
AAG
1572
Armstrong Advisory Group
Massachusetts
$11.8K – – –
PWM
1573
Proathlete Wealth Management
Florida
$11.5K – – –
CIAS
1574
CBIZ Investment Advisory Services
Ohio
$11.2K +$9.49K +36 +600%
BDPWM
1575
Barnes Dennig Private Wealth Management
Ohio
$11K +$10.8K +41 New
61 62
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64 65